Skip to main content
Skip table of contents

Tableau Pro: Inventory On Hand Today

_IN_On_Hand_Today: Tableau Pro Templates - 57 KPIs

This page describes DataSelf’s Tableau Pro customizable Templates for Inventory On Hand Today.

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Data Source: 19 KPIs

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source will contain data from your inventory management system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources (tdx or tdsx files ) data come from source system’s tables (e.g., Item table from your ERP) and is modeled via Tableau Creator (Tableau Desktop and/or Prep).

image-20240406-141437.png

Dashboards: 22 KPIs

A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.

Dashboard Naming Convention:

  • “Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”

  • E.g., “- Cost on Hand Today: Item” dashboard can be found in the “Item” worksheet on the “- Cost on Hand Today.twb” workbook. In Tableau Server, search for “Cost on Hand Today”, then click the “Item” view.

Dashboard List (with screenshot examples)

– Cost On Hand Today: Company (2 KPIs)
– Cost On Hand Today: Item (2 KPIs): This dashboard has two KPIs: 1) A chart with Qty On Hand Today by Item in descending order by Qty On Hand Today; 2) A grid with the total and individual Qty On Hand Today by Item ordered alphabetically.

image-20240406-142724.png

– Cost On Hand Today: Whse (2 KPIs)
– Qty On Hand Today: Company (2 KPIs)
– Qty On Hand Today: Item (2 KPIs)
– Qty On Hand Today: Whse (2 KPIs)
– Qty On Hand Today, On PO, On SO and Net: Company (2 KPIs)
– Qty On Hand Today, On PO, On SO and Net: Item (2 KPIs)
– Qty On Hand Today, On PO, On SO and Net: Whse (2 KPIs)
– Top Cost On Hand: Item (2 KPIs): This dashboard has two KPIs: 1) A chart with Cost On Hand Today by Item in descending order by Cost On Hand Today; 2) A grid with the total and individual Cost On Hand Today by Item and Whse ordered alphabetically.

image-20240406-145542.png

– Top Cost On Hand: Whse (2 KPIs)

Reports: 16 KPIs

A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:

  • Main report of a Workbook: “Tableau Workbook name (twb file)”

  • Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”

  • E.g.:

    • “Qty On Hand Today” report can be found in the “Core” worksheet on the “Qty On Hand Today.twb” workbook. In Tableau Server, search for “Qty On Hand Today”, then click the “Core” view.

    • “Qty On Hand Today: Whse” report can be found in the “Whse” worksheet on the “Qty On Hand Today.twb” workbook. In Tableau Server, search for “Qty On Hand Today”, then click the “Whse” view.

Report List (with screenshot examples)

DataSelf Analytics: Days of Stock (1 KPI)
DataSelf Analytics: Items by Whse (1 KPI)
DataSelf Analytics: Slow Moving Items (1 KPI)
DataSelf Analytics: Stuck Items (1 KPI)
Item - Cost and Qty On Hand Today: Core (1 KPI)
Item - Cost and Qty On Hand Today: Whse (1 KPI)
Item - Qty On Hand Today: Core (1 KPI): This report template has one KPI: 1) A grid with the total and individual Qty On Hand Today by Item ordered alphabetically.

image-20240406-153329.png

Item - Qty On Hand Today: Whse (1 KPI): This report template has one KPI: 1) A grid with the total and individual Qty On Hand Today by Item and Whse ordered alphabetically.

image-20240406-154355.png

Item - Qty On Hand, On PO, On SO and Net Today: Core (1 KPI)
Item - Qty On Hand, On PO, On SO and Net Today: Whse (1 KPI)
Item - Cost and Qty On Hand Today: Core (1 KPI)
Item - Cost and Qty On Hand Today: Item (1 KPI)
Item - Qty On Hand Today: Core (1 KPI)
Item - Qty On Hand Today: Item (1 KPI)
Item - Qty On Hand, On PO, On SO and Net Today: Core (1 KPI)
Item - Qty On Hand, On PO, On SO and Net Today: Item (1 KPI)

Subject to change without notice. The actual templates can be slightly different than the documented ones.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.